Observatory · observe first
Follow the allocation change
Matched S&P 500 members → sector → industry → sub-industry → company. Each step uses the same percentage points.
Historical time machine
Historical observation
20182026
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Financials
Diversified Banks7.90%-0.54 ppTransaction & Payment Processing Services1.68%+0.15 ppInvestment Banking & Brokerage1.50%-0.12 ppFinancial Exchanges & Data0.96%+0.12 ppAsset Management & Custody Banks1.11%-0.11 ppConsumer Finance0.89%-0.07 ppProperty & Casualty Insurance1.16%-0.06 ppRegional Banks0.73%-0.06 ppMulti-line Insurance0.42%-0.04 ppLife & Health Insurance0.88%+0.04 ppInsurance Brokers0.52%+0.01 ppReinsurance0.05%-0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Diversified Banks
Diversified Banks · weight
7.90%
Industry change · 12M
-0.54 pp
Diversified Banks · contribution
-0.543 pp
Company participation
29%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 2018 · sorted by absolute contribution to 12-month change
| Company | Country | Market cap | Universe weight | 3M contribution | 12M contribution | 12M price return | Above 6M weight average |
|---|---|---|---|---|---|---|---|
| Wells Fargo → WFC | United States | $279.2bn | 1.628% | +0.071 pp | -0.219 pp | -11.7% | Yes |
| Citigroup → C | United States | $180.9bn | 1.055% | -0.023 pp | -0.128 pp | -7.6% | No |
| Bank of America → BAC | United States | $308.4bn | 1.799% | -0.065 pp | -0.105 pp | -2.7% | No |
| U.S. Bancorp → USB | United States | $87.1bn | 0.508% | -0.004 pp | -0.033 pp | -6.1% | No |
| PNC Financial Services → PNC | United States | $68.0bn | 0.397% | -0.025 pp | -0.032 pp | -7.3% | No |
| Truist Financial → TFC | United States | $39.3bn | 0.230% | -0.023 pp | -0.019 pp | -6.7% | No |
| JPMorgan Chase → JPM | United States | $391.4bn | 2.283% | -0.011 pp | -0.006 pp | +0.4% | Yes |
Company contributions use weights among matched S&P 500 members and add through each level without rescaling. Companies without matched shares and prices are omitted. These observations do not establish official index weights or actual fund flows.